If wealth managers are to achieve future growth and value, both the client and adviser experience needs to evolve
Wealth Management

Reinventing business models for the benefit of advisers, clients and firms alike

Lombard Odier bets on sustainability and alternatives to navigate economic transformation
Hubert Keller, transitioning to the role of senior managing partner at Lombard Odier, is determined to boost exposure to private markets and hedge funds, while adding a sustainable flavour to the product suite

Lower tiers of wealth pyramid a potential goldmine for wealth managers
Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments

Compounding crises keep Pictet’s philanthropy unit on its toes
Uncertainty caused by the pandemic, geopolitical crises and climate change mean philanthropists are more in need of advice than ever

Financial firms prepare for changing of generational guard
Having an open and frank discussion about investment objectives is a key part of successful succession planning

Mediolanum’s multi-channel approach stands test of time
The Italian firm believes younger cohorts of clients will come to appreciate its advice-led business model

Bankers should be pillars of society believes BNY Mellon
BNY Mellon’s Catherine Keating feels a huge sense of fulfilment in helping families reach their investment goals and says this need for advice is only going to increase

New investors seek help in navigating choppy waters
Volatile markets mean investors are desperate for advice, creating opportunities for wealth managers

Fintech on Friday: A Swiss private bank in the palm of your hand
Digital private bank Alpian is targeting the mass affluent segment with a client-centric business model

Private View Blog: Wealthy women don’t require special treatment
Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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